| Financial Advisor I Job Description |
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| The following is a full job description for Financial Advisor I. Here are the requirements and responsibilities for Financial Advisor I along with statistics. If after reading this page you determine that Financial Advisor I is not the position you are looking for, you may want to try one of these similar titles: Financial Advisor II, Financial Reporting Accountant I, Financial Analyst I, Financial Advisor IV, Financial Advisor III, Financial Systems Analyst III, Financial Systems Analyst IV, Financial Systems Analyst II, Financial Analyst IV |
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| Requirements and Responsibilities For Financial Advisor I |
| Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have or be working towards the Certified Financial Planner (CFP) designation. Typically reports to a manager. Work is closely managed. Works on projects/matters of limited complexity in a support role. Typically requires 0-2 years of related experience. |
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| Also referred to as: Wealth Management Advisor I |
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| Similar Jobs: Financial Advisor II, Financial Reporting Accountant I, Financial Analyst I, Financial Advisor IV, Financial Advisor III, Financial Systems Analyst III, Financial Systems Analyst IV, Financial Systems Analyst II, Financial Analyst IV |
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| Level of Education: Financial Advisor I Salaries with No Diploma, Financial Advisor I Salaries with a High School Diploma or Technical Certificate, Financial Advisor I Salaries with an Associate's Degree, Financial Advisor I Salaries with a Bachelor's Degree, Financial Advisor I Salaries with a Master's Degree or MBA, Financial Advisor I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Business Services, Edu., Gov't. & Nonprofit, Financial Services, Insurance | |
